Pipeliner CRM Release Notes

Pipeliner CRM 5.9.0 introduces AI Email Categorization, which automatically categorizes emails captured in Pipeliner to set Tags and analyze Sentiment. Tags and sentiment are visible in the main Feeds tab as well as the Feeds tab for an individual record. Additionally, we've added Static Profiles which allows users to create a custom list of records which then remains static unless changed by the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.. A fresh new Interactive Help tool is designed to help make Pipeliner even easier to use.... Read More

Pipeliner CRM 5.8.0 introduces AI Improvement — Text-to-Speech feature. This is our latest addition to our AI tools family. This is ideal when there is a lot of useful information in notes or other rich text fields or even an AI summary from Feeds as the user can listen rather than needing to read. Additionally, we've added support for our customers with international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters and Reports.  Previous behavior allowed... Read More

Pipeliner CRM 5.7.0 introduces brand-new Voyager AI features. Powerful and secure new features added to our Voyager AI assistant allow users to create a Summary or Action Points based on the contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. of emails, text messages and notes on the Feeds tab of a record. All dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. remains within the same environment as your Pipeliner database when using these new features. Hence, there is no security risk to your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. data. This release includes a valuable additional SendGrid Integration option... Read More

Pipeliner CRM 5.6.0 introduces vastly improved Online Forms — it is now possible to create fields on Online Forms that only display when another field has been completed with an appropriate value. For those customers using Online Forms to help organize Events, in particular, it is now possible to automatically disable the Online Form so that no further responses can be submitted. It is possible now also to add sections to online forms and divide the content/fields into groups. We... Read More

Pipeliner CRM 5.5.0 introduces a brand-new Duplicate Checker. Data quality is a crucial factor in managing customer relationships - a single, clean record for each customer giving the visibility of your teams’ previous interactions and future plans is the key to successful collaboration, helping to ensure long-lasting relationships and high customer satisfaction. Additionally, we implemented Global Search & Advanced Search improvements. Searching in Pipeliner is quick and easy using the Global Search or by searching within a menu such as... Read More

Pipeliner CRM 5.4.0 introduces brand-new History Reports. Users can now create a new type of report: Report with Historical Data. Creating these reports is fundamentally the same as any other type but they are designed to allow users to track changes made to values over a period using date comparisons or historical trends. Additionally, customers have been asking for the option to use more advanced calculations in fields in Pipeliner so that calculations work not only with numbers, but also... Read More